|
301
|
Cloud Capital Management
Seattle,
Washington
|
$1.79M
|
+$199K
|
+4,706
|
+12%
|
|
|
302
|
Landaas & Company
Milwaukee,
Wisconsin
|
$1.68M
|
+$547K
|
+12,944
|
+48%
|
|
|
303
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.67M
|
–
|
–
|
–
|
|
|
304
|
Holistic Planning
Nacogdoches,
Texas
|
$1.64M
|
+$180K
|
+4,247
|
+12%
|
|
|
305
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.59M
|
+$7.69K
|
+182
|
+0.5%
|
|
|
306
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$1.58M
|
+$85
|
+2
|
+0%
|
|
|
307
|
Next Level Wealth Planning
Meridian,
Idaho
|
$1.57M
|
+$146K
|
+3,461
|
+10%
|
|
|
308
|
Williams & Novak
Westlake Village,
California
|
$1.55M
|
+$78.8K
|
+1,865
|
+5%
|
|
|
309
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$1.54M
|
-$342K
|
-8,086
|
-18%
|
|
|
310
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$1.54M
|
+$144K
|
+3,407
|
+10%
|
|
|
311
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.54M
|
+$1.54M
|
+36,488
|
New
|
|
|
312
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$1.53M
|
-$2.54K
|
-60
|
-0.2%
|
|
|
313
|
Quantum Financial Advisors
El Segundo,
California
|
$1.51M
|
-$26.6K
|
-630
|
-2%
|
|
|
314
|
GEM Asset Management
Plymouth,
Michigan
|
$1.51M
|
+$466K
|
+11,021
|
+45%
|
|
|
315
|
Worth Asset Management
Dallas,
Texas
|
$1.49M
|
-$178K
|
-4,217
|
-11%
|
|
|
316
|
KEB Asset Management
Springfield,
Illinois
|
$1.49M
|
+$359K
|
+8,496
|
+32%
|
|
|
317
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.48M
|
+$182K
|
+4,301
|
+14%
|
|
|
318
|
Prospera Financial Services
Dallas,
Texas
|
$1.47M
|
+$313K
|
+7,414
|
+27%
|
|
|
319
|
Verus Financial Partners
Richmond,
Virginia
|
$1.45M
|
-$331K
|
-7,829
|
-19%
|
|
|
320
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.44M
|
+$60.9K
|
+1,440
|
+4%
|
|
|
321
|
Shearwater Capital
Denver,
Colorado
|
$1.43M
|
-$6.17K
|
-146
|
-0.4%
|
|
|
322
|
CIBC Bancorp USA
Chicago,
Illinois
|
$1.4M
|
+$59.3K
|
+1,403
|
+4%
|
|
|
323
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$1.39M
|
+$5.33K
|
+126
|
+0.4%
|
|
|
324
|
Clune & Associates
Chicago,
Illinois
|
$1.39M
|
-$1.13M
|
-26,769
|
-45%
|
|
|
325
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$1.36M
|
+$1.37M
|
+32,335
|
New
|
|
